Recent Discussions

Discussion List

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  NEW 4/15/26: Voya Financial- "No eligible accounts"/"You have already added all your accounts"

  Announcement Coach Natalie 129 views 0 comments 3 points Started by Coach Natalie April 15 Current Online Banking Issues
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  Kelley Blue Book Integration: Share your feedback here!

  Closed Coach Natalie 602 views 34 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Privacy Mode: Share your feedback here!

  Closed Coach Natalie 173 views 19 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Spending and Income Tabs in Your Registers: Share your feedback here!

  Closed Coach Natalie 175 views 12 comments 0 points Most recent by Coach Natalie April 15Feedback
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  NEW 4/15/25: Valor Bank returns an FDP-2102 error

  Announcement Coach Natalie 13 views 0 comments 0 points Started by Coach Natalie April 15 Current Online Banking Issues
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  Connected account balances not updating with pending transactions (edited)

  someotherderek 940 views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  Why does my Savings Goal appear in Spending Plan months past its target date?

  Answered ✓ tylermdunn 36 views 4 comments 0 points Most recent by DryHeat April 15Using Savings Goals
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  Merged: New Saved Reports Feature

  Closed lwyman 5 views 0 comments 0 points Started by lwyman April 14 Using Reports
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  PayPal Cashback World Mastercard not updating transactions or balance since 3/27 (edited)

  annikalily 97 views 6 comments 0 points Most recent by Marcela April 14Adding and Updating Accounts
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  Scheduled website maintenance on 4/15/26

  Closed Coach Janean 33 views 0 comments 1 point Started by Coach Janean April 14 Announcements
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  NEW 4/14/26: Raymond James & Associates returns an FDP-155 error

  Announcement Coach Natalie 623 views 0 comments 1 point Started by Coach Natalie April 14 Current Online Banking Issues
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  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Announcement Closed Coach Natalie 280 views 1 comment 6 points Most recent by Coach Natalie April 14Updates From the Product Team
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  iOS transaction rules - ability to create a rule from a transaction (edited)

  MrCash55 24 views 1 comment 0 points Most recent by Coach Natalie April 14Managing Your Transactions
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  Report not showing data even though I removed exclude from reports checkbox

  JBGtheboss 40 views 6 comments 0 points Most recent by SRC54 April 14Troubleshooting
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  Merged: Raymond James Financial not connecting

  Closed MWA 6 views 0 comments 0 points Started by MWA April 14 Adding and Updating Accounts
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  Transaction List scroll jumps back to the top of the list (edited)

  budgetj75 71 views 7 comments 0 points Most recent by budgetj75 April 14Report a Bug
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  Merged: Feature Suggestion: Add 'Notes' field for all recurring series

  Closed SL888 6 views 0 comments 1 point Started by SL888 April 13 Feature Requests
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  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.2K views 16 comments 61 points Most recent by sbennet1 April 13Feature Requests
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  Hanscom Federal Credit Union Care Code: QCS-0429-2, FDP-103 (edited)

  uvcatastrophe 44 views 3 comments 0 points Most recent by Coach Jon April 13Adding and Updating Accounts
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  Using "reviewed" to reconcile transactions on the mobile app? (edited)

  Answered ✓ Riwri1 28 views 1 comment 0 points Most recent by Coach Jon April 13Managing Your Transactions
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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 28 views 2 comments 6 points Most recent by sbennet1 April 13Feature Requests
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  Editing transactions inline on the web app is not saving changes until clicking elsewhere (edited)

  simplify_mn 48 views 4 comments 0 points Most recent by EL1234 April 13Report a Bug
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  LPL Connection Accounts not updating (edited)

  DomB 88 views 10 comments 0 points Most recent by Coach Jon April 13Adding and Updating Accounts
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  Easier way to track shared expenses (edited)

  Solom1ej 12 views 1 comment 0 points Most recent by DryHeat April 13Managing Your Transactions
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  Faster Navigation for the Web App: Share your feedback here!

  Announcement Coach Natalie 169 views 19 comments 2 points Most recent by Coach Natalie April 13Feedback
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  [ONGOING] 3/30/26: Ohio Public Employees Retirement System returns 102 error

  Coach Jon 22 views 1 comment 0 points Most recent by Coach Jon April 13Current Online Banking Issues
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  US Bank Investments (US Bancorp Advisors)

  sidewalkboots 43 views 3 comments 0 points Most recent by Coach Natalie April 13Adding and Updating Accounts
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  Apple Card not syncing automatically (edited)

  Steve86 40 views 2 comments 0 points Most recent by Steve86 April 13Adding and Updating Accounts
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  Import transactions from CSV no longer triggering Rules

  Bernardo 261 views 27 comments 0 points Most recent by hubert.casimiro April 13Report a Bug
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  Add a Report for Transfers (edited)

  Active ajbopp 163 views 10 comments 13 points Most recent by EL1234 April 12Feature Requests